How to set a default value in a dropdown within a ConfiForm form if the dropdown is a smart dropdown

[Peter Baschan]

Hi,

I have created a simple ConfiForm form (name=Form1) with a single text type field Fieldname = Text

I have another form (Form2) where I added a smart dropdown that is populated from the Text field from Form1 Fieldname = List

I would like to create a Registration Control button on a separate page for Form2, where I can define the default value for the List field on the form.

e.g.

Entries for Form1:

Text: Project1, Project2, Project3

I want the user to see Project2 pre-selected when pressing the Register button for Form2.

I don't mind hard-coding the key=value pair. I have tried specifying the set values field as:

Text=Project2

Text:Project2 

Thank you!

Peter

[Alex Medved _ConfiForms_ · Accepted solution]

The best option is to use the Lookup and Set rule

Parameters to set would be

List=[entry.id]

And the filtering expression would be something like

 Text:Project2

Alex

[Peter Baschan]

sorry, I am a novice in ConfiForm, I tried your suggestion, but for some reason it doesn't work. I embedded the Field Definition Rule macro in the Registration macro as follows:

• Specified Form1 with the Text field. Added a Register button.
• Specified Form2 with the List field using smart dropdown. Added a Register button.
• Added the Field Rule macro into the Form2 register macro. What have I missed?

<ac:structured-macro ac:macro-id="ea51350b-9420-4542-a709-6945515eaff9" ac:name="confiform" ac:schema-version="1">
<ac:parameter ac:name="formName">Form1</ac:parameter>
<ac:parameter ac:name="registrationFormTitle">Project List</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="8c2eacf8-f9ea-4911-9ab5-9ce5fae1e56c" ac:name="confiform-field-definition" ac:schema-version="1">
<ac:parameter ac:name="fieldName">Text</ac:parameter>
<ac:parameter ac:name="fieldLabel">Project Name</ac:parameter>
<ac:parameter ac:name="type">text</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<br/>
</p>
<ac:structured-macro ac:macro-id="c9ad362c-281c-4df2-bb37-6c567cc8d9f7" ac:name="confiform-entry-register" ac:schema-version="1">
<ac:parameter ac:name="pageTitle">
<ac:link/>
</ac:parameter>
<ac:parameter ac:name="formName">Form1</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<br/>
</p>
<p>
<br/>
</p>
<ac:structured-macro ac:macro-id="cbbdeeb9-d894-4786-a67d-ade062e8d637" ac:name="confiform" ac:schema-version="1">
<ac:parameter ac:name="formName">Form2</ac:parameter>
<ac:parameter ac:name="registrationFormTitle">Comments</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="a61f2135-948b-41f2-b6d0-4afd062ef977" ac:name="confiform-field-definition" ac:schema-version="1">
<ac:parameter ac:name="fieldName">List</ac:parameter>
<ac:parameter ac:name="fieldLabel">Project</ac:parameter>
<ac:parameter ac:name="values">[4633564267|Form1|Text|false||]</ac:parameter>
<ac:parameter ac:name="type">smartselect</ac:parameter>
</ac:structured-macro>
</p>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<br/>
</p>
<ac:structured-macro ac:macro-id="ea91f171-a85c-4baa-95ae-5b27accad5c6" ac:name="confiform-entry-register" ac:schema-version="1">
<ac:parameter ac:name="pageTitle">
<ac:link/>
</ac:parameter>
<ac:parameter ac:name="formName">Form2</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="f9451a60-b5b7-4328-bb0c-a363b5f56071" ac:name="confiform-field-definition-rules" ac:schema-version="1">
<ac:parameter ac:name="fieldName">List:[entry.id]</ac:parameter>
<ac:parameter ac:name="values">Text:P1</ac:parameter>
<ac:parameter ac:name="action">Lookup and set value</ac:parameter>
<ac:parameter ac:name="actionFieldName">List</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<br/>
</p>

[Alex Medved _ConfiForms_]

It is a bit different, here is the video and the configuration for the reference (note that you will need to reconfigure the smart fields to point at the form in your page)

<ac:structured-macro ac:name="confiform" ac:schema-version="1" ac:macro-id="ea51350b-9420-4542-a709-6945515eaff9"><ac:parameter ac:name="formName">Form1</ac:parameter><ac:parameter ac:name="registrationFormTitle">Project List</ac:parameter><ac:rich-text-body><p><ac:structured-macro ac:name="confiform-field-definition" ac:schema-version="1" ac:macro-id="8c2eacf8-f9ea-4911-9ab5-9ce5fae1e56c"><ac:parameter ac:name="fieldName">Text</ac:parameter><ac:parameter ac:name="fieldLabel">Project Name</ac:parameter><ac:parameter ac:name="type">text</ac:parameter></ac:structured-macro></p></ac:rich-text-body></ac:structured-macro><p><br /></p><ac:structured-macro ac:name="confiform-entry-register" ac:schema-version="1" ac:macro-id="c9ad362c-281c-4df2-bb37-6c567cc8d9f7"><ac:parameter ac:name="pageTitle"><ac:link /></ac:parameter><ac:parameter ac:name="formName">Form1</ac:parameter><ac:rich-text-body><p><br /></p></ac:rich-text-body></ac:structured-macro><p><br /></p><p><br /></p><ac:structured-macro ac:name="confiform" ac:schema-version="1" ac:macro-id="cbbdeeb9-d894-4786-a67d-ade062e8d637"><ac:parameter ac:name="formName">Form2</ac:parameter><ac:parameter ac:name="registrationFormTitle">Comments</ac:parameter><ac:rich-text-body><p><br /></p><p><ac:structured-macro ac:name="confiform-field-definition" ac:schema-version="1" ac:macro-id="a61f2135-948b-41f2-b6d0-4afd062ef977"><ac:parameter ac:name="fieldName">List</ac:parameter><ac:parameter ac:name="fieldLabel">Project</ac:parameter><ac:parameter ac:name="values">[218104007|Form1|Text|false||]</ac:parameter><ac:parameter ac:name="type">smartselect</ac:parameter></ac:structured-macro> <ac:structured-macro ac:name="confiform-field-definition" ac:schema-version="1" ac:macro-id="172a9a9b-d0b3-4a97-8010-feaee5e46200"><ac:parameter ac:name="fieldName">List2</ac:parameter><ac:parameter ac:name="fieldLabel">Project2</ac:parameter><ac:parameter ac:name="values">[218104007|Form1|Text|true||]</ac:parameter><ac:parameter ac:name="type">smartselect</ac:parameter></ac:structured-macro></p><p><ac:structured-macro ac:name="confiform-field-definition-rules" ac:schema-version="1" ac:macro-id="0f448185-150c-4b4f-92b3-5853713e0ac0"><ac:parameter ac:name="fieldName">List=[entry.Text]&amp;List2=[entry.id]</ac:parameter><ac:parameter ac:name="values">Text:P1</ac:parameter><ac:parameter ac:name="action">Lookup and set value</ac:parameter><ac:parameter ac:name="values2">Form1</ac:parameter></ac:structured-macro></p></ac:rich-text-body></ac:structured-macro><p><br /></p><ac:structured-macro ac:name="confiform-entry-register" ac:schema-version="1" ac:macro-id="ea91f171-a85c-4baa-95ae-5b27accad5c6"><ac:parameter ac:name="pageTitle"><ac:link /></ac:parameter><ac:parameter ac:name="formName">Form2</ac:parameter><ac:rich-text-body><p><br /></p></ac:rich-text-body></ac:structured-macro><p><br /></p>

 Hope it helps

Alex

[Peter Baschan]

sorry, I am a novice in ConfiForm, I tried your suggestion, but for some reason it doesn't work. I embedded the Field Definition Rule macro in the Registration macro as follows:

• Specified Form1 with the Text field. Added a Register button.
• Specified Form2 with the List field using smart dropdown. Added a Register button.
• Added the Field Rule macro into the Form2 register macro. What have I missed?

<ac:structured-macro ac:macro-id="ea51350b-9420-4542-a709-6945515eaff9" ac:name="confiform" ac:schema-version="1">
<ac:parameter ac:name="formName">Form1</ac:parameter>
<ac:parameter ac:name="registrationFormTitle">Project List</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="8c2eacf8-f9ea-4911-9ab5-9ce5fae1e56c" ac:name="confiform-field-definition" ac:schema-version="1">
<ac:parameter ac:name="fieldName">Text</ac:parameter>
<ac:parameter ac:name="fieldLabel">Project Name</ac:parameter>
<ac:parameter ac:name="type">text</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<br/>
</p>
<ac:structured-macro ac:macro-id="c9ad362c-281c-4df2-bb37-6c567cc8d9f7" ac:name="confiform-entry-register" ac:schema-version="1">
<ac:parameter ac:name="pageTitle">
<ac:link/>
</ac:parameter>
<ac:parameter ac:name="formName">Form1</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<br/>
</p>
<p>
<br/>
</p>
<ac:structured-macro ac:macro-id="cbbdeeb9-d894-4786-a67d-ade062e8d637" ac:name="confiform" ac:schema-version="1">
<ac:parameter ac:name="formName">Form2</ac:parameter>
<ac:parameter ac:name="registrationFormTitle">Comments</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="a61f2135-948b-41f2-b6d0-4afd062ef977" ac:name="confiform-field-definition" ac:schema-version="1">
<ac:parameter ac:name="fieldName">List</ac:parameter>
<ac:parameter ac:name="fieldLabel">Project</ac:parameter>
<ac:parameter ac:name="values">[4633564267|Form1|Text|false||]</ac:parameter>
<ac:parameter ac:name="type">smartselect</ac:parameter>
</ac:structured-macro>
</p>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<br/>
</p>
<ac:structured-macro ac:macro-id="ea91f171-a85c-4baa-95ae-5b27accad5c6" ac:name="confiform-entry-register" ac:schema-version="1">
<ac:parameter ac:name="pageTitle">
<ac:link/>
</ac:parameter>
<ac:parameter ac:name="formName">Form2</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="f9451a60-b5b7-4328-bb0c-a363b5f56071" ac:name="confiform-field-definition-rules" ac:schema-version="1">
<ac:parameter ac:name="fieldName">List:[entry.id]</ac:parameter>
<ac:parameter ac:name="values">Text:P1</ac:parameter>
<ac:parameter ac:name="action">Lookup and set value</ac:parameter>
<ac:parameter ac:name="actionFieldName">List</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<p>
<br/>
</p>